Robert Rosen is a Series 66–licensed financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice Chair of LEADS for the Kissimmee Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mason Moyer is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at Fairwinds Credit Union and CUSO Financial Services, LP prior to his current role. Mason is also involved with Fairwinds Wealth Management and Investments in conjunction with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Benjamin Devolve is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to help them navigate the complexities of their financial lives with clarity and confidence. His approach includes planning for retirement, preparing for major life transitions, and building long-term legacies through an approachable and collaborative process. Benjamin began his career in New York City, working with Ultra-High-Net-Worth families. This experience provided him with a strong foundation in financial planning, investment strategy, and delivering attentive service. He now works alongside his parents in a family business built on trust, integrity, and lasting relationships, emphasizing the importance of genuine client relationships and consistent guidance throughout all life stages. He holds a Bachelor's Degree from the University of Miami and the Professional Investment Advisor (PIA) designation.

Jessica Sanzone is a Series 66 registered advisor with Equitable Advisors in Orlando, FL, where she has worked for six years. She has a total of five years of industry experience and previously worked at The Dog Pound for eight years. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party models and emphasizing fiduciary services for qualified plans.

Michael Krise is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James & Associates since 2008. Outside of his advisory role, Mr. Krise serves as President on the board of the North Orlando Kiwanis Little League. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Victoria Lowell is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Empowered Worth and UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Sailesh Shah is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 28 years with Metlife Securities Inc. In addition to his advisory role, he is the owner and sales agent of Best Agency USA. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools such as Monte Carlo simulations and automated asset-allocation software.

John Macclary Jr. is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. He has been involved with multiple firms, including Agility Wealth Management and WMM Group LLC, and is a 25% owner of Agility Wealth Management Casper. Outside of his advisory roles, he serves as treasurer for the Center For The Visually Impaired - Conklin Davis Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Tamra Bell is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2003, totaling 23 years at the firm. Outside of her advisory role, she owns Belle Value, an LLC that sells products on Amazon. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Rebecca Welker is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and five years of industry experience. She has worked at Cambridge Investment Research since 2024 and previously held roles at Equitable Advisors and Wealth Management Strategies of Central Florida. Welker is also involved with Bull & Bear Wealth Management Partners LLC in Orlando, serving as a client services manager and financial consultant. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals with access to proprietary and third-party investment strategies.

Michael Dolle is a financial advisor at Merrill with 33 years of industry experience. He holds a Series 63 designation and has worked at Merrill and Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Masih is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at FAIRWINDS Credit Union and Cuso Financial Services, LP. He is also involved with Fairwinds Wealth Management and Investments, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and technology tools to support its network of more than 22,800 advisors.

Misael Lugo III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise and Health Advocate. Outside of advising, Lugo is involved in several business ventures including ownership roles in multiple LLCs related to insurance and potential real estate activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Maksim Kovachev is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Michael Cook is a financial advisor with Merrill in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Bank of America and Merrill since 2010. Outside of his advisory role, he serves on the budget review committee for St. James Cathedral Catholic School in Orlando, focusing on budget allocation and tuition management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Guittard is a financial advisor at Raymond James Financial in Orlando, FL, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Bank of New York with Eliassen and Robert W. Baird. She is also involved with Lakepark Wealth Group, a non-investment-related support company based in Orlando. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Gordon Johnson is a financial advisor with Ameriprise in Lake Mary, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Johnson serves on the Board of Directors for the Basecamp Children’s Cancer Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to deliver customized, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Carlos Lowell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Lowell serves on the finance, investment, audit, and other advisory committees for Baptist Health South Florida. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment options to deliver customized financial strategies.

Alex Deaner is a financial advisor with Wells Fargo Clearing in Winter Park, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services and related entities for two years. Outside of his advisory role, he bartends on weekends at the Dante Club Event Center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, operating with a large network of advisors and offering both brokerage and advisory solutions.

Dennis Turner is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Orlando Club Sport and small business ventures such as Helping Hand Lawn Care and I9 Sports. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.